Estate Planning
Estate Planning
You’ve worked hard to earn your belongings and money, and deserve to have a say in what happens after you’re gone. An estate plan will ensure your family has a clear understanding of your wishes, and feels protected from surprise expenses and taxes.
There are many options available to create your estate plan, but here’s the bottom line: we want to make it easy to pass on your assets. Keeping this as simple as possible will help avoid probate, unnecessary legal fees, and stress that comes with not having a plan in place.
Preparing yourself, as well as the next generation, will ensure your family has the peace of mind they deserve to carry your legacy forward.
Call us today to get started: 217.824.4211.
Read more about Estate Planning
Why Your Financial Advisor Should Help With Your Estate Plan
Two Case Studies Showing How It's Helpful to Have a Great Financial Advisor Help With Your Estate Planning You've "planned" your estate. You think you've considered every detail. Your will has been updated, and maybe even a trust has been established. Once you reach...
What Happens When you Don’t Plan? Nightmare Estate Plan Scenarios
Tales From the Estate Planning Crypt... aka What Happens When You Don't Plan Even though Halloween is over, and Thanksgiving is upon us! I can’t help but reflect on the many estate planning nightmares I have witnessed firsthand as an advisor. What's really sad is the...
How Financial Advisors Can Help Create an Effective Estate Plan
What does estate planning have to do with your financial advisor? Today I want to talk about why Estate Planning is on our services list. We're not attorneys, so what do we, as financial advisors, have to do with estate planning? Oftentimes, in addition to estate...
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.